GoalVest Advisory

03/14/2021

This article is reiterating the all too common narrative that women just aren't interested or understand enough to invest. Maybe it's not that at all?

Between unnecessarily complex language, intimidation to justify high fees and advisors that focus on what is important to them vs. what is important to their client first, I'm not sure "lack of time, interest, or understanding" is the main problem with getting more women to invest.

Maybe they haven't found the right advisor that communicates well enough, is straightforward enough and they trust enough to delegate to?

I've worked with over 950 families at this point in my career. Plenty of those families had a female decision maker. Was it the majority? No. But were/are my female clients interested, engaged, knowledgeable and willing to take on risks they understand? Absolutely.

Despite their growing economic clout, many women still aren’t managing their money.

09/18/2017

The Equifax breach was frustrating on so many levels. Here are 7 things you can do to today to protect yourself:

1. Set up alerts to receive a text or email anytime there is withdrawal activity on any of your financial accounts.

2. Use a tool that allows you to consolidate all of your credit cards and financial info in one place for easier tracking.

3. Get a free copy of your credit report today and understand what’s on there.

4. Consider a credit freeze.

5. File your tax returns as soon as feasibly possible.

6. Read through your paper mail, especially from your financial institutions.

7. Consolidate any financial accounts you no longer need. Simplify your accounts to keep better track of them.